Apr 23, 2025 | Investing, Investment Planning, Risk Management
Just like in the stock market, greater uncertainty has led to swings in the bond market. These moves, driven by tariffs and a dispute between the White House and the Fed, have pushed interest rates and bond yields higher. While short-term volatility can often lead to...
Apr 2, 2025 | Investing, Investment Planning, Retirement Income Planning, Risk Management
Federal Reserve policy has been a key driver of markets over the past few years. It’s not surprising to investors that changes in policy direction have resulted in market swings, most notably in 2022 when the Fed began to hike rates, and again last year when investors...
Mar 18, 2025 | Markets, Risk Management
Concerns over the economy have intensified, leading to a challenging investment environment. The S&P 500 briefly fell into correction territory recently (a decline of 10% or more), while the Nasdaq and major technology stocks have led the downturn. In times like...
Mar 3, 2025 | Markets, Retirement Income Planning, Risk Management
Monthly Market Update – February 2025 February was a volatile month for stocks. Tech continued the selloff that started in late December, with the Magnificent 7 falling 8.1% in the month. Tariffs and inflation fueled worries about growth as the new Trump...
Feb 13, 2025 | Business Owner Planning, Investment Planning, Markets, Retirement Income Planning, Risk Management
Market cycles are a natural part of investing, but deep drawdowns can have a lasting impact on portfolio growth—especially for retirees and those nearing retirement. Understanding the historical patterns of market declines and recoveries is crucial for managing risk...
Oct 2, 2024 | Investing, Markets, Risk Management
As we begin the final quarter of the year, financial markets and the economy have defied the expectations of many investors. Rather than falling into recession, the economy has grown steadily, albeit at a slower pace, and inflation rates have fallen toward the Fed’s...
